SFS

Sowell Financial Services Portfolio holdings

AUM $2.72B
1-Year Est. Return 21.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.21B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,529
New
Increased
Reduced
Closed

Top Buys

1
+$32.9M
2
+$32.5M
3
+$30.6M
4
AAPL icon
Apple
AAPL
+$27.2M
5
MSFT icon
Microsoft
MSFT
+$23.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.4%
2 Financials 7.28%
3 Consumer Staples 7.15%
4 Healthcare 5.92%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
$4K ﹤0.01%
+232
1877
$4K ﹤0.01%
+325
1878
$4K ﹤0.01%
+113
1879
$4K ﹤0.01%
+32
1880
$4K ﹤0.01%
+4
1881
– –
0
1882
$4K ﹤0.01%
+423
1883
$4K ﹤0.01%
+152
1884
$4K ﹤0.01%
+16
1885
$4K ﹤0.01%
+103
1886
$4K ﹤0.01%
+114
1887
$4K ﹤0.01%
+59
1888
$4K ﹤0.01%
+178
1889
$4K ﹤0.01%
+138
1890
$4K ﹤0.01%
+188
1891
$4K ﹤0.01%
+110
1892
$3K ﹤0.01%
+87
1893
$3K ﹤0.01%
+61
1894
$3K ﹤0.01%
+739
1895
$3K ﹤0.01%
+167
1896
$3K ﹤0.01%
+31
1897
$3K ﹤0.01%
+30
1898
$3K ﹤0.01%
+295
1899
$3K ﹤0.01%
+74
1900
$3K ﹤0.01%
+96
74 75
76
77 78